Twelfth Annual Tax Symposium
10.04.03
Date:
October 4, 2003
Teaching Old Dogs New Tricks…
Charles M. Lax
- Tax Planning After the 2003 Tax Act
- Dividends vs Compensation
- Structuring Business Sales
- Choice of Entity; C, S, or LLC
Split Dollar Programs Revisited
Robert D. Kaplow
- What is Split Dollar
- New Rules
- Changes That Must Be Made Before January
HIPAA Compliance – The Privacy Requirements For Health Plans
- Which Health Plans are Covered
- Purpose and Objective of HIPAA
- Compliance Dates, Penalties, and Requirements
Breakout Session A – Protecting Assets and Loved Ones
Taking Care of Those Who Took Care of You
- Titling of Assets
- Estate Planning vs Medicaid Planning
- Long Term Care
Inherited Wealth: Protecting Children from Themselves and Others
William E. Sigler
- Providing for Children
- Safeguarding the Wealth
- Incentivizing the Children
ABCs of Asset Protection
Geoffrey N. Taylor
- Persons Needing Asset Protection
- Assets Protected by Law
- Asset Protection Techniques
Breakout Session B – Real Estate Tax Planning Techniques and Opportunities
Section 1031 Tax Deferred Exchanges: Basic Tenets and Modern Problems
Steven D. Sallen
- Multi-Asset Exchanges
- Seller Financing
- Exchanges for Property to be Constructed
Leasing Tax Consequences
Richard F. Roth
- Lease Acquisition and Tenant Improvement Costs
- Cost of Canceling, Extending, or Renewing a Lease
- Advance Rentals and Security Deposits
Planning for the Disposition of Membership Interests
Stuart M. Bordman
- Determining Inside and Outside Basis
- Tax Consequences of the Sale of a Membership Interest
- Disguised Sales
